Business Development Banker

Patriot Bank, N.A.

Relationship Concierge role at Patriot Bank supporting high-net-worth clients and fostering relationships. Collaborating with internal teams to ensure seamless client experiences and managing executive engagement in Beverly Hills office.

Posted 5/1/2026full-timeBeverly Hills • California • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Assist in maintaining and expanding relationships with HNW clients and House Accounts through proactive communication and exceptional service.
Support the Vice President and senior Relationship Managers in onboarding new clients by coordinating documentation and workflow with Deposit Operations, Lending, and Credit.
Serve as a professional point of contact for clients, addressing inquiries, coordinating transactions, collecting documents for loan underwriting, and escalating issues appropriately.
Assist with property-related site visits or assessments as needed to support lending and relationship management.
Collaborate with internal teams (Deposit Operations, Lending, Credit, Compliance) to deliver integrated client solutions and ensure a consistent service experience.
Participate in initiatives led by the Office of the President to refine HNW service models, operational efficiency, and client engagement strategies.
Proactively manage meeting and lounge readiness, coordinating all hospitality details to ensure a discreet, seamless, and elevated experience for executives and founder clients.
Some evening and weekend work will be required in the BH office.

Requirements

What you’ll need

Bachelor’s degree required.
Ideally, 2-4 years of experience in banking, wealth management, or client service; exposure to high-net-worth clients or private banking strongly preferred.
Strong interpersonal and relationship-building skills; confident engaging with affluent clients, executives, and external advisors (CPAs, attorneys, real estate professionals).
Working knowledge of banking and lending fundamentals; ability to learn credit and wealth-management concepts quickly.
Exceptional communication (verbal and written), organizational, and follow-through skills.
High degree of professionalism, discretion, and judgment when handling sensitive client and institutional information.
Ability to manage multiple priorities in a fast-paced, dynamic environment with poise and accuracy.
Proficiency with Microsoft Office (Excel, PowerPoint, Word); comfort learning new systems and banking platforms.

Benefits

Comp & perks

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Hard Skills & Tools

banking fundamentalslending fundamentalscredit conceptswealth management concepts

Soft Skills

interpersonal skillsrelationship-building skillscommunication skillsorganizational skillsprofessionalismdiscretionjudgmentability to manage multiple prioritiespoiseaccuracy